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BFC Planning, Inc.’s SoundHound AI SOUN Stock Holding History

BFC Planning, Inc.’s Portfolio SOUN Stock Details SOUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.5K Buy
4,092
+1,700
+71% +$13.2K ﹤0.01% 1874
2026
Q1 		$16.4K Sell
2,392
-10
-0.4% -$86 ﹤0.01% 1802
2025
Q4 		$23.9K Sell
2,402
-70
-3% -$1.01K ﹤0.01% 1673
2025
Q3 		$39.7K Sell
2,472
-724
-23% -$9.6K ﹤0.01% 1277
2025
Q2 		$34.3K Buy
3,196
+1,441
+82% +$13.6K ﹤0.01% 1275
2025
Q1 		$14.2K Buy
1,755
+1,355
+339% +$16.9K ﹤0.01% 1610
2024
Q4 		$7.94K Buy
+400
New +$3.85K ﹤0.01% 1855

Other funds holding SOUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFC Planning, Inc.'s SOUN Position: Q2 2026 in Review

BFC Planning, Inc. increased its SoundHound AI (SOUN) stake by 71% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,092 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

BFC Planning, Inc. first reported a position in SOUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.7K in Q3 2025. 447 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • BFC Planning, Inc. held 4,092 shares of SoundHound AI worth $26.5K as of Q2 2026.
  • BFC Planning, Inc. bought 1,700 SoundHound AI shares in Q2 2026, an estimated $13.2K.
  • SoundHound AI made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1874 holding.
  • BFC Planning, Inc. first reported a position in SoundHound AI in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s SoundHound AI position peaked at $39.7K in Q3 2025.
  • 447 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.